Jasdeep Grewal

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → 07/2020
  Td Ameritrade
  Columbia, MD
• 06/2017 → 08/2017
  Td Ameritrade
  Bethesda, MD
• 03/2016 → 06/2018
  At&T
  Columbia, MD
• 07/2020 → Present
  Fidelity Investments
  Columbia, MD
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-07-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Columbia, MD
• 2018-09-07 → 2020-07-18
  Td Ameritrade, Inc.
  Columbia, MD
  Potomac, MD
• 2018-09-11 → 2020-07-18
  Td Ameritrade Investment Management, Llc
  Columbia, MD
  Columbia, MD
  North Bethesda, MD

Other Businesses

OBA-15947|OrgNmn:Cerdified LLC|Org Addr:Glen Burni,Maryland,US|OBA Nature:Cerdified LLC (cerdified.com) |Invst Rel:N|Title:Officer|Duties:As the Managing Member/Founder, my duties involve the overarching management of the LLC, including business strategy, product development over|StrtDt:01-01-19|TotHrs/mon:40|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2018-09-07

Other Names

• Jasdeep Singh Grewal